Who owns ACWX
Which tracked institutional funds hold ACWX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ACWX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ACWX is one-sided between 2026-Q1 and 2026-Q2: 304 added or opened and 76 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ACWX’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes ACWX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ACWX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 715 tracked filers holding ACWX, 420 increased or opened the position and 241 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ACWX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 32
- JANE STREET GROUP, LLC$112M
- NewEdge Advisors, LLC$20M
- DRW Securities, LLC$9M
- M1 Capital Management LLC$7M
- Marex Group Ltd$6M
- Lifelong Wealth Advisors, Inc.$6M
Full exits 41
- GM Advisory Group, LLC$75M
- PARK AVENUE SECURITIES LLC$37M
- Clal Insurance Enterprises Holdings Ltd$28M
- HighTower Advisors, LLC$22M
- Proficio Capital Partners LLC$21M
- CWM, LLC$20M
Largest adds
- MORGAN STANLEY$96M
- Wealthspire Advisors, LLC$89M
- Koss-Olinger Consulting, LLC$86M
- JPMORGAN CHASE & CO$56M
- LPL Financial LLC$52M
- ENVESTNET ASSET MANAGEMENT INC$52M
Largest trims
- NORTHERN TRUST CORP$72M
- Calamos Advisors LLC$71M
- MML INVESTORS SERVICES, LLC$33M
- BNP PARIBAS FINANCIAL MARKETS$27M
- Mirae Asset Global Investments Co., Ltd.$18M
- JENNISON ASSOCIATES LLC$15M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 6,909,754 | $526M | 8.1% | 2026-Q2 |
| MORGAN STANLEY added | 6,762,295 | $515M | 8.0% | 2026-Q2 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed | 5,496,301 | $418M | 6.5% | 2026-Q2 |
| BlackRock, Inc. added | 4,661,274 | $355M | 5.5% | 2026-Q2 |
| UBS Group AG trimmed | 3,525,825 | $268M | 4.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,621,489 | $200M | 3.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,602,699 | $196M | 3.0% | 2026-Q2 |
| Koss-Olinger Consulting, LLC added | 2,207,262 | $168M | 2.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,055,783 | $156M | 2.4% | 2026-Q2 |
| Focus Partners Wealth added | 1,895,268 | $144M | 2.2% | 2026-Q2 |
| GERMAN AMERICAN BANCORP, INC. added | 1,776,727 | $135M | 2.1% | 2026-Q2 |
| Cerity Partners LLC added | 1,658,498 | $126M | 2.0% | 2026-Q2 |
| LPL Financial LLC added | 1,593,393 | $121M | 1.9% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 1,474,488 | $112M | 1.7% | 2026-Q2 |
| Winthrop Advisory Group LLC added | 1,382,668 | $105M | 1.6% | 2026-Q2 |
| Sageworth Trust Co trimmed | 1,378,607 | $105M | 1.6% | 2026-Q2 |
| Sand Hill Global Advisors, LLC added | 1,291,719 | $98M | 1.5% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 1,180,155 | $90M | 1.4% | 2026-Q2 |
| GLENMEDE TRUST CO NA added | 1,089,303 | $83M | 1.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,058,551 | $81M | 1.2% | 2026-Q2 |
| Calamos Wealth Management LLC added | 1,038,642 | $79M | 1.2% | 2026-Q2 |
| Abundance Wealth Counselors added | 1,033,676 | $79M | 1.2% | 2026-Q2 |
| REGIONS FINANCIAL CORP added | 1,002,144 | $76M | 1.2% | 2026-Q2 |
| TOMPKINS FINANCIAL CORP added | 982,891 | $75M | 1.2% | 2026-Q2 |
| TLWM added | 942,276 | $72M | 1.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 915,931 | $70M | 1.1% | 2026-Q2 |
| WESBANCO BANK INC trimmed | 829,770 | $63M | 1.0% | 2026-Q2 |
| Waverly Advisors, LLC added | 734,273 | $56M | 0.9% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 711,356 | $54M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 685,833 | $52M | 0.8% | 2026-Q2 |
| AMG National Trust Bank trimmed | 680,618 | $52M | 0.8% | 2026-Q2 |
| Johnson Financial Group, Inc. trimmed | 675,748 | $51M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 661,607 | $50M | 0.8% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 613,805 | $47M | 0.7% | 2026-Q2 |
| Physician Wealth Advisors, Inc. added | 578,518 | $44M | 0.7% | 2026-Q2 |
| WHI TRUST Co LLC added | 551,632 | $42M | 0.7% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 530,928 | $40M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 527,232 | $40M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 520,297 | $40M | 0.6% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 487,433 | $37M | 0.6% | 2026-Q2 |
| Itau Unibanco Holding S.A. added | 486,100 | $37M | 0.6% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 484,021 | $33M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 474,488 | $36M | 0.6% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 471,227 | $36M | 0.6% | 2026-Q2 |
| Premier Path Wealth Partners, LLC added | 462,777 | $35M | 0.5% | 2026-Q2 |
| Integrated Advisors Network LLC added | 461,427 | $35M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 461,045 | $35M | 0.5% | 2026-Q2 |
| Resolute Advisors LLC trimmed | 459,272 | $35M | 0.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 432,859 | $33M | 0.5% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 425,907 | $32M | 0.5% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK trimmed | 425,617 | $32M | 0.5% | 2026-Q2 |
| Corient Private Wealth LP added | 414,856 | $32M | 0.5% | 2026-Q2 |
| Ensign Peak Advisors, Inc trimmed | 401,044 | $31M | 0.5% | 2026-Q2 |
| Advus Financial Partners, LLC trimmed | 393,241 | $30M | 0.5% | 2026-Q2 |
| Financial Council, LLC added | 392,461 | $30M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 388,452 | $30M | 0.5% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 383,334 | $29M | 0.5% | 2026-Q2 |
| BROWN ADVISORY INC added | 375,076 | $29M | 0.4% | 2026-Q2 |
| Pathstone Holdings, LLC added | 335,085 | $26M | 0.4% | 2026-Q2 |
| Heritage Wealth Advisors | 308,971 | $24M | 0.4% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 301,412 | $23M | 0.4% | 2026-Q2 |
| Cornerstone Wealth Group, LLC trimmed | 298,550 | $23M | 0.4% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 296,085 | $23M | 0.3% | 2026-Q2 |
| Madrona Financial Services, LLC added | 294,338 | $22M | 0.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 293,334 | $22M | 0.3% | 2026-Q2 |
| Gotham Asset Management, LLC added | 291,901 | $22M | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 288,379 | $22M | 0.3% | 2026-Q2 |
| Horst & Graben Wealth Management LLC added | 287,888 | $22M | 0.3% | 2026-Q2 |
| Clearstead Advisors, LLC added | 285,463 | $22M | 0.3% | 2026-Q2 |
| Atwater Malick LLC added | 284,196 | $22M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 270,792 | $21M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 263,933 | $20M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 262,509 | $20M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 253,532 | $19M | 0.3% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 252,788 | $19M | 0.3% | 2026-Q2 |
| Legacy Private Trust Co. trimmed | 226,336 | $17M | 0.3% | 2026-Q2 |
| One Wealth Advisors, LLC added | 222,260 | $17M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 222,202 | $17M | 0.3% | 2026-Q2 |
| WHITTIER TRUST CO trimmed | 214,683 | $16M | 0.3% | 2026-Q2 |
| Arcadia Wealth Management, LLC added | 214,141 | $16M | 0.3% | 2026-Q2 |
| Spire Wealth Management trimmed | 212,797 | $16M | 0.3% | 2026-Q2 |
| BAILARD, INC. added | 208,194 | $16M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 206,468 | $16M | 0.2% | 2026-Q2 |
| FSA WEALTH PARTNERS, INC. added | 205,056 | $16M | 0.2% | 2026-Q2 |
| FMR LLC trimmed | 200,738 | $15M | 0.2% | 2026-Q2 |
| CMH Wealth Management LLC added | 200,223 | $15M | 0.2% | 2026-Q2 |
| ASSETMARK, INC added | 199,778 | $15M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 198,150 | $15M | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 195,596 | $15M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 194,071 | $15M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 192,228 | $15M | 0.2% | 2026-Q2 |
| FFG Partners, LLC added | 184,025 | $14M | 0.2% | 2026-Q2 |
| CFS Investment Advisory Services, LLC added | 181,150 | $14M | 0.2% | 2026-Q2 |
| Pitcairn Wealth Advisors LLC added | 179,937 | $14M | 0.2% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 176,942 | $14M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 166,228 | $13M | 0.2% | 2026-Q2 |
| CUMBERLAND ADVISORS INC trimmed | 165,185 | $13M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 164,531 | $13M | 0.2% | 2026-Q2 |
| Cassia Capital Partners, LLC trimmed | 164,223 | $12M | 0.2% | 2026-Q2 |
| St. Louis Trust Co trimmed | 66,221 | $13M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.